This guide will walk through the process of setting up your Tanda account in preparation for payroll. Once configured, a large portion of the payroll process is automated. Refer to the steps below to begin exporting:

  1. Enable a Managed Award Template
  2. Classify Staff on a template
  3. Integrate Your Template with Payroll

Following on from this guide, select the link below for an explanation of other components of the payroll process:

Enable a Managed Award Template:

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Templates are a set of rules and allowances that are created and maintained by the Compliance team at Tanda. A list of templates available in your region can be found at https://my.tanda.co/award_templates.

To enable one of Tanda’s managed templates, go to Compliance > Award Template > Apply Template:

Under the heading Apply an Award you will see a list of Awards:

At the end of the row for the applicable Award, click the blue Enable button:

If you can't see the Award which you pay under, it's possible to build custom award rules. If you need to add more than one Award, at this stage you should click Enable next to that relevant Award and continue adding until you have all your Awards enabled on your account. You will see this listed under Active Awards at the top:

If you only had one Award to add you would see this green Add staff to Award button, in the top right corner:

Otherwise in the Payroll Manager page, click the blue Add Staff button next to one of the awards in the Active Awards section:

Next, you will classify which staff are on which award and their Employment Type and Level.

The final step is to integrate Tanda with your Payroll system. This needs to be done after you have completed your last payrun in your existing practice as Tanda may change the way this occurs. It will also need to be done before you're ready to export your first payrun from Tanda, or allowing a bit more time than normal when you complete your payrun. This will be deleted at the bottom of this article.

Classify Staff on a template:

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After you have enabled the Managed Award Template, you will need to classify your staff. You can do this by going to Compliance:

In the Award Template section, you will see the list of the Managed Award Templates you have on your account. If you don't have this heading, you haven't added your Award yet. You can check out the Enable Managed Award Template article for more information.

Click the relevant award.

At the end of the row you, click the blue Add Staff button:

To categorise staff in the one award, just click the white All staff are on the same award button at the top and the Award will automatically populate next to each employee:

To select between different Awards or Custom Rules, click the Choose an award drop-down next to each employee and select the relevant option:

The Custom Payroll Setup option is used for staff that you don't want to pay as per the award or if you have custom rules in your account.

Next, you'll need to select which Employment Type and Classification/Level staff are employed under in the Award. If you're not sure, at the top of the page is a link to Fair Work which lists common job roles for each level that you can check against, or you can contact Fair Work.

To assign, just click the drop-down and select the option for the two columns:

  • Salaried staff will just be assigned to the Salaried Employment Type but won't have a Level. It's important to classify Salaried staff on the Award as this lets the system know not to export a Timesheet for this employee, as they'll have a Pay Template setup in your Payroll & Accounting system. Check out the Salaried Staff article for more information.
  • If you can't see a Classification or Level type that you need to apply, some Awards have hundreds of sub-levels so it might not be listed. Just select the Type for now and leave the Classification empty and you'll need to contact Support on the details at the bottom. They can either advise which level to select or how to create the level.
  • If you pay an employee a rate higher than the Award, you can override this within their individual profile. Check out the Configure Individual Profile for Payroll article for more information.

The next step is to integrate Tanda with your Payroll system. This needs to be done after you have completed your last payrun in your existing practice as Tanda may change the way this occurs. It will also need to be done before you're ready to export your first payrun from Tanda, or allowing a bit more time than normal when you complete your payrun. For more information on completing this integration, check out the Payroll Integration article.

Integrate Your Template with Payroll:

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After you've enabled the Managed Award Template, classified your staff on the Award and you've completed your last payrun in your existing practice, you can integrate your Payroll & Accounting Software with Tanda.

Integrate Managed Template with Payroll

Navigate to Compliance. Under Active Awards, you will see the list of the Managed Award Templates you have on your account. Click 'Manage' next to the relevant template.

Towards the bottom of the page, you will see a heading in the left column called Payroll Integration. Depending on the type of system you use, you'll either see a button to link automatically or to download a configuration report.

For Xero and MYOB ARL, click:

This will automatically push over to your system the new Pay Item/Payroll Categories required on the Managed Award Template, as well as update your staff rates to apply to the award. This may take about 5 minutes.

Just keep in mind for Casuals, Tanda uses Base Rates and then adds 25% in the Award rule, so if you were previously using their Base Rate as including the 25%, their rate will look different.

Once this is enabled, the button will change and you'll be able to see when Tanda last made updates to your system, with the date and time below:

For other systems, the button will look like this:

Click the button to open a report which you can use to match the award names in Tanda and your payroll system. You can change the export name in Tanda to match payroll, though your payroll file should be correctly configured to match the costings in Tanda.

Some systems have specific guides to assist with this, so check out the Payroll & Accounting Integrations section in the Help Centre.

At this point you may need to check out some other areas to configure as part of Payroll including Allowances and Higher Duties so check out the other article in the Payroll Configuration section or if you're ready to export your Timesheets, check out how to export Timesheets to Payroll.

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